Outlook Integration

gpm

Hi all,

Who of you is using the outlook synchronization function in Navision Relationship Management?

I need to do a massive use of Meeting type to-dos and Meeting Invitations...

Is it possible to include a custom text for any invitation?
Is it possible to include in this custom text some merge field like the location and the attendees?

I'm a new Navision User...

Thanks you in advance!

Bye Bye

GpM

Dmitry_Chadaev

Hi,

If you use Navision 3.70 - it should be possible to insert an attachment to the meetings you create (Create To-do wizard - the page where you add attendees), but unfortunately these attachements are not being merged during sending.

hereami

HI Dmitry Chadaev,

Yes, I use Nav 3.70...

I know that it's possible to add an attachment to an interaction template... but I also noticed as you told me that the content is not merged...
It's very disappointing for me...

Is it possible to force a merge....

Thanks a lot for your reply!

Bye

HAI

Dmitry_Chadaev

Hello Hereami,

Sure you can do it, but there will be some coding and some limitations I have to say...

Main limitation - you have only one attachment attached to your meeting and sent to the Attendees as a meeting invitation - which means that you cant merge it PER Attendee and send each attendy his unique invitation...

All code for merging in today's Navision is written to operate with Contacts in the first case - to merge their address, names etc. so you cant use these functions, and you cant use templates which have Contact-related merged fields.

Only merging you could do - is the Meeting Organizer's data and your Company's data.

I would start from investigating the ShowMergedDocument function in Codeunit 5054 WordManagement - it seems to me very nice and compact, and performs merging. So you can take most of the code you need from there (I wouldn't recommend you to change this function directly, coz there will be quite many IF's in your case).

Then you can copy/write the code you need in the AddAttachmentToOLAppointment function of Codeunit 5073 To-do Handler, this is where they add attachments to the meetings.

One more tip - I think that you should disconnect the document from its merging source before sending the attachment, otherwise in some cases your attendees will not be able to open this attachement - it will complain about impossibility of finding the merging source. I just heard about these problems - so you better disconnect it (convert to text). To do that - first run Unlink Method on the Fields Collection Object (use the Fields property with a MailMerge object to return the MailMergeFields collection), then set the MainDocumentType property of the MailMerge object of the document to wdNotAMergeDocument.

read more about WordObjectModel here:
http://msdn.microsoft.com/library/default.asp?url=/library/en-us/vbawd10/html/woobjfields.asp

Well, hope you are not scared yet Good luck.